Gamble Jones Investment Counsel’s Aetna Inc AET Stock Holding History

Gamble Jones Investment Counsel’s Portfolio AET Stock Details AET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,246	Closed	-$253K	–	224
2018 Q3	$253K	Hold	1,246	–	–	0.02%	197
2018 Q2	$229K	Hold	1,246	–	–	0.02%	203
2018 Q1	$211K	Hold	1,246	–	–	0.02%	209
2017 Q4	$225K	Buy	+1,246	New	+$214K	0.02%	203
2014 Q1	–	Sell	-4,000	Closed	-$274K	–	227
2013 Q4	$274K	Hold	4,000	–	–	0.03%	192
2013 Q3	$256K	Hold	4,000	–	–	0.03%	197
2013 Q2	$254K	Buy	+4,000	New	+$235K	0.03%	200

Other funds holding AET

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Gamble Jones Investment Counsel's AET Position: Q4 2018 in Review

Gamble Jones Investment Counsel sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 1,246 shares — an estimated $253K sold.

Gamble Jones Investment Counsel first reported a position in AET in Q2 2013 and held it in 7 quarters. The position peaked at $274K in Q4 2013. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

Gamble Jones Investment Counsel reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
Gamble Jones Investment Counsel sold 1,246 Aetna Inc shares in Q4 2018, an estimated $253K.
Gamble Jones Investment Counsel first reported a position in Aetna Inc in Q2 2013 and held it in 7 quarters.
Gamble Jones Investment Counsel's Aetna Inc position peaked at $274K in Q4 2013.
6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2018, filed 4 Feb 2019.